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$6.9 trn
UBS Group invested assets
As of 10/29/2025
My focus is on understanding my clients' personal goals and building a clear and comprehensive financial plan to support them. As your financial partner, I take the time necessary to understand your needs and implement a customized wealth management plan for you.
My clients are busy—they seek clear, simple, candid solutions. My passion for helping families achieve their goals, coupled with over 20 years of financial planning experience for large corporations and families, better enables me to strive to bring best-of-class service to my clients.
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
